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Caterpillar

1,143 hedge funds and large institutions have $38.9B invested in Caterpillar in 2017 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 341 increasing their positions, 537 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
-18
Holders Change %
-1.55%
% of All Funds
28.5%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.45%
New
96
Increased
341
Reduced
537
Closed
101
Calls
$758M
Puts
$1.49B
Net Calls
-$733M
Net Calls Change
+$9.04M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
1126
Arax Advisory Partners
Colorado
$9K +$85 +1 +1%
FMA
1127
FNY Managed Accounts
New York
$9K +$9K +100 New
AIM
1128
Acrospire Investment Management
Illinois
$9K +$9K +100 New
WAS
1129
Winch Advisory Services
Wisconsin
$8K
RFS
1130
Rockefeller Financial Services
New York
$7K
FCMT
1131
Founders Capital Management (Texas)
Texas
$7K +$7K +80 New
PCFFS
1132
Pacific Center for Financial Services
California
$6K
WAM
1133
Watermark Asset Management
California
$6K +$6K +70 New
PRS
1134
Pinkerton Retirement Specialists
Idaho
$5K -$42.7K -418 -90%
ANBT
1135
American National Bank & Trust
Texas
$5K -$11.9K -140 -70%
LWA
1136
Lowe Wealth Advisors
Maryland
$5K -$4.63K -50 -48%
JT
1137
Jump Trading
Illinois
$5K +$5K +54 New
PVH
1138
Psagot Value Holdings
Israel
$4K
AAF
1139
Andra AP-fonden
Sweden
$3.91K -$872 -9,400 -18%
Walleye Trading
1140
Walleye Trading
New York
$3.06K +$1.16K +12,499 +61%
SQA
1141
Simon Quick Advisors
New Jersey
$3K -$241K -2,173 -99%
PFO
1142
Pathstone Family Office
New Jersey
$3K +$3K +37 New
SLF
1143
Sun Life Financial
Ontario, Canada
$2.2K -$842 -78 -28%
SM
1144
Sciencast Management
New Jersey
$747 +$747 +8,048 New
Lazard Asset Management
1145
Lazard Asset Management
New York
-$74.5M -803,289 Closed
BGIM
1146
Brandywine Global Investment Management
Pennsylvania
-$39.3M -423,753 Closed
Two Sigma Advisers
1147
Two Sigma Advisers
New York
-$30.3M -326,637 Closed
OSAM
1148
O'Shaughnessy Asset Management
Connecticut
-$24.9M -221,113 Closed
ZDA
1149
Zweig-DiMenna Associates
New York
-$15.9M -171,980 Closed
BCM
1150
Barometer Capital Management
Ontario, Canada
-$14.1M -152,100 Closed